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View detailed family account information

Admin

The family detail view provides administrators with a complete picture of a single family's profile, members, workers, and financial data. It opens as a modal when you click a family in the family list.

Prerequisites​

  • You must have the Admin role or a role with family_account.view_all permission.

Opening the detail view​

  1. Navigate to Manage Families.
  2. Click any family row in the list.
  3. The detail modal opens with two tabs: Info and Ledger.

Info tab​

The Info tab shows the family's profile and membership data.

Family profile​

  • Family name -- the household name
  • Program -- the activity or program the family is associated with
  • Status -- active or inactive
  • Meeting date -- the date the family joined or had their orientation meeting
  • Created -- when the family record was created
  • Last updated -- when the family record was last modified

Contact preferences​

  • Email -- the family's contact email
  • Phone -- the family's contact phone number
  • Preferred method -- their preferred contact method (email or phone)

Members (children)​

A list of child members with:

  • Name
  • Activity -- the specific activity or sport
  • Date of birth (if provided)

Workers (adults)​

A list of adult workers who staff events on behalf of the family:

  • Name
  • Shirt size (if provided)

Guest members​

A list of guest workers associated with the family:

  • Name
  • Email (if provided)

Account balance​

If the family has an account, the current balance is displayed. This reflects the live running balance from all credits and debits.

Ledger tab​

The Ledger tab shows the family's complete transaction history.

  1. Click the Ledger tab to switch views.
  2. The system loads all transactions for the selected family.

Each transaction row shows:

ColumnDescription
DateWhen the transaction occurred
TypeThe transaction type (e.g., event_commission, scholarship_payment)
DescriptionDetails about the transaction
CreditAmount added to the account (shown in green)
DebitAmount deducted from the account (shown in red)
Running BalanceThe account balance after this transaction was applied

Available actions​

From the family detail view, administrators can:

  • Review the family's financial history -- use the Ledger tab to audit all transactions
  • Check balance -- verify the current account balance shown on the Info tab
  • Navigate to related reports -- use the information to cross-reference with the Family Balances Report or Financial Reports

Next Steps​